Provenance Wealth Advisors’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.47K Sell
57
-14,181
-100% -$614K ﹤0.01% 377
2025
Q1
$646K Buy
14,238
+5,037
+55% +$228K 0.09% 54
2024
Q4
$368K Sell
9,201
-414
-4% -$16.6K 0.05% 108
2024
Q3
$432K Buy
9,615
+434
+5% +$19.5K 0.05% 104
2024
Q2
$379K Sell
9,181
-434
-5% -$17.9K 0.05% 98
2024
Q1
$403K Buy
9,615
+434
+5% +$18.2K 0.06% 99
2023
Q4
$346K Buy
9,181
+300
+3% +$11.3K 0.05% 100
2023
Q3
$288K Buy
+8,881
New +$288K 0.05% 100